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First Trust Utilities AlphaDEX Fund
FXU

Overview Fund Activity

76 hedge funds and large institutions have $84.8M invested in First Trust Utilities AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$4.45M
2
VCM
2
Virtue Capital Management
Tennessee
$2.67M
3
Bank of America
3
Bank of America
North Carolina
$5.75M
4
Goldman Sachs
4
Goldman Sachs
New York
$633K
5
LPL Financial
5
LPL Financial
California
$4.8M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.26M
2
Citadel Advisors
2
Citadel Advisors
Florida
$458K
3
Wells Fargo
3
Wells Fargo
California
$4.42M
4
Morgan Stanley
4
Morgan Stanley
New York
$26.4M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$421K 14,234 +14,234 New
AW
27
ACG Wealth
Georgia
$417K 14,078 -445 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$386K 13,027 +487 +4%
MWM
29
Meridian Wealth Management
Kentucky
$365K 12,326 +471 +4%
RFWA
30
RPg Family Wealth Advisory
Massachusetts
$361K 12,198 – –
PFS
31
Prospera Financial Services
Texas
$360K 12,169 -1,194 -9%
P
32
&Partners
Tennessee
$357K 12,057 -153 -1%
HI
33
Harbour Investments
Wisconsin
$330K 11,146 -21 -0.2%
RIA
34
Regal Investment Advisors
Michigan
$318K 10,741 +8 +0.1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$302K 10,215 +833 +9%
PSF
36
Pacific Sun Financial
California
$281K 9,500 +9,500 New
PAG
37
Private Advisor Group
New Jersey
$270K 9,133 -410 -4%
SAM
38
SignalPoint Asset Management
Missouri
$267K 9,026 – –
NA
39
NewEdge Advisors
Louisiana
$263K 8,895 -2,676 -23%
AWA
40
Arkadios Wealth Advisors
Georgia
$261K 8,849 -3,384 -28%
CWA
41
Clarus Wealth Advisors
Arizona
$248K 8,272 -11 -0.1%
CAN
42
Cetera Advisor Networks
California
$237K 8,014 +860 +12%
IA
43
IFP Advisors
Florida
$233K 7,840 – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$223K 7,550 -2,044 -21%
TRCT
45
Tower Research Capital (TRC)
New York
$201K 6,790 -13,411 -66%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$198K 6,688 +303 +5%
APA
47
American Portfolios Advisors
New York
$188K 6,343 -447 -7%
MIM
48
MTM Investment Management
South Carolina
$180K 6,085 – –
DWMG
49
DB Wealth Management Group
California
$161K 5,428 +212 +4%
EWM
50
EPG Wealth Management
Georgia
$140K 4,732 +4,732 New
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